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Expert Financial Analysis and Reporting

Archive for May, 2013

How Iluvien May Benefit Alimera and pSivida (PSDV, $3.25)

Investment Perspective on Iluvien The investment outlooks for pSivida (PSDV) and Alimera (ALIM) in 2013 will be driven by issues related to Iluvien, an ophthalmic implant which has been developed for the treatment of diabetic macular edema. Diabetes can lead to chronically elevated levels of blood sugar that can cause structural damage to the inner […]

SmithOnStocks Opines on Biotechnology Stocks, May 28, 2013

Introduction I have started to write a newsletter on a weekly or bi-weekly basis to supplement my reports and blogs. In this week’s edition, I start with some thoughts on financing strategies for biotechnology companies. This can have an impact on stock prices second only to product development news. I follow this with some brief […]

Neuralstem: Update on Phase I Trial of Neural Stem Cells in ALS is Encouraging (CUR, $1.45)

Purpose of Report An encouraging update on the phase I trial of Neuralstem’s (CUR) neural stem cells in ALS was just presented. I alerted investors about this potential catalyst in my recent blog.   Investment Conclusion Before I state my conclusions let me quote the lead investigator on the study, Dr. Eva Feldman. She said […]

SmithOnStocks Opines on Stocks May 19, Edition

One Approach for Investing in Emerging Biotechnology Stocks I write on biotechnology and pharmaceutical companies of all sizes, but I have spent much of the last year focusing on small biotechnology companies ranging in size from as low as $50 million in market about $400 million. There is much less analyst and investor attention […]

Antares: Reiteration of My Buy Recommendation (ATRS, $4.00)

Investment Thesis It has been some time since I have written on Antares (ATRS); in fact my last note was in September 2012. My lack of writing shouldn’t be interpreted as a decline in interest. Antares remains one of my favorite biotechs and one of my largest personal biotech holdings. This is a brief update […]

Neuralstem: Update on ALS Trial Could be a Catalyst for the Stock (CUR, $1.30)

Key Investment Summary The lead investigator will give an important update on the ALS phase I trial on Friday, May 17 that will have meaningful efficacy data on eight patients and safety data on fourteen. I believe that the paper will be positive based on highly encouraging results already reported for five patients. I also […]

Trius Therapeutics: Newly Allowed Patent Provides Important New Dimension to Investment Outlook (TSRX, $8.50)

Investment Thesis Trius announced an important new development today that bolsters my investment case for Trius (TSRX) and I continue with my Buy on the stock. In a recent report, I explained why I thought that Trius could potentially reach $40 per share in 2020. This bolsters the potential for achieving that lofty price target. […]

SmithOnStocks Opines on Recent Biotech Events

Introduction I am beginning a new approach in my writing on biotechnology companies. As those who have followed my writing may appreciate, I try to do in-depth research reports on companies and most of my investment ideas are long term. I do not have a trading focus and try to not get overly caught up […]

ImmunoCellular Therapeutics: Marching Toward Top Line Data for ICT-107 in 4Q, 2013 (IMUC, $2.42)

Introduction This note is based on comments made by management during the ImmunoCellular Therapeutics (IMUC) conference call of May 9, 2013.   Data from the Phase II Trial of ICT-107 ImmunoCellular continues to guide that the Data Monitoring Committee for the ICT-107 trial in glioblastoma multiforme will conduct an interim safety and futility analysis during […]

InSite Vision: An Over-looked Company with Two Interesting Drug Candidates and a Big Upcoming Catalyst (INSV.OB, $0.31)

Results of the Important DOUBle Trial Are Imminent During the May 8th quarterly conference call, management said that enrollment in the phase III DOUBle trial had completed and topline results should be available in late 2Q, 2013. This trial is evaluating AzaSite Plus, AzaSite, DexaSite and DuraSite in blepharitis. If AzaSite Plus wins in this […]